Anic Equity¶
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Total return since start: 0.583 %¶
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Equity now: -----------------------------> 48365.8 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44304.2 Kr¶
PnL: ---------------------------------------> -751.8 Kr¶
DD now: ---------------------------------> -8.951 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-07 11:59:07.239450'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.620000 | 1618.380000 | 149.380000 | 10.170000 | 1468.999998 |
| Hexatronic Group | 12 | 6.620000 | 1063.200000 | 96.200000 | 9.950000 | 966.999996 |
| Hoist Finance | 35 | 0.170000 | 1015.000000 | 35.000000 | 3.570000 | 980.000000 |
| OX2 | 13 | 0.070000 | 972.400000 | 22.400000 | 2.360000 | 949.999999 |
| INVISIO | 16 | 1.310000 | 3704.000000 | 15.000000 | 0.410000 | 3689.000000 |
| Clas Ohlson B | 12 | 5.730000 | 985.200000 | 12.200000 | 1.250000 | 972.999996 |
| VEF | 909 | 1.690000 | 1861.630000 | 11.630000 | 0.630000 | 1850.000436 |
| BioGaia B | 8 | 3.340000 | 941.600000 | 11.600000 | 1.250000 | 930.000000 |
| Gränges | 9 | 2.260000 | 936.900000 | 8.900000 | 0.960000 | 927.999999 |
| HEXPOL B | 9 | 1.610000 | 1025.100000 | 4.100000 | 0.400000 | 1020.999996 |
| Sagax B | 4 | 0.140000 | 856.800000 | 2.800000 | 0.330000 | 854.000000 |
| Atrium Ljungberg B | 5 | -2.850000 | 937.500000 | 2.500000 | 0.270000 | 935.000000 |
| Sagax A | 4 | 0.470000 | 856.000000 | 2.000000 | 0.230000 | 854.000000 |
| JM | 6 | -1.030000 | 863.400000 | -0.600000 | -0.070000 | 864.000000 |
| Bilia A | 8 | 1.460000 | 891.200000 | -8.800000 | -0.980000 | 900.000000 |
| Catena | 2 | -1.860000 | 782.400000 | -9.600000 | -1.210000 | 792.000000 |
| AcadeMedia | 8 | -2.800000 | 388.800000 | -13.200000 | -3.280000 | 402.000000 |
| Byggmax Group | 33 | 2.080000 | 939.840000 | -16.160000 | -1.690000 | 956.000001 |
| Biotage | 7 | -1.360000 | 917.000000 | -24.000000 | -2.550000 | 940.999997 |
| Creaspac SPAC | 39 | 0.210000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| SKF B | 5 | 1.440000 | 913.250000 | -26.750000 | -2.850000 | 940.000000 |
| Addnode Group B | 11 | 1.630000 | 893.200000 | -27.800000 | -3.020000 | 921.000003 |
| ASSA ABLOY B | 3 | -0.480000 | 749.400000 | -29.600000 | -3.800000 | 779.000001 |
| EQT | 4 | 0.530000 | 797.400000 | -34.600000 | -4.160000 | 832.000000 |
| Alimak Group | 11 | 1.120000 | 893.200000 | -34.800000 | -3.750000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | -0.300000 | 931.000000 | -36.000000 | -3.720000 | 966.999999 |
| Latour B | 4 | 1.240000 | 816.000000 | -41.000000 | -4.780000 | 857.000000 |
| Vitec Software Group B | 2 | 1.870000 | 1036.000000 | -51.000000 | -4.690000 | 1087.000000 |
| Bufab | 3 | 1.450000 | 1050.000000 | -59.000000 | -5.320000 | 1109.000001 |
| Platzer Fastigheter Holding B | 12 | -0.790000 | 901.200000 | -59.800000 | -6.220000 | 960.999996 |
| Indutrade | 5 | 0.390000 | 1157.500000 | -60.500000 | -4.970000 | 1218.000000 |
| Orrön Energy | 180 | 0.050000 | 1953.000000 | -90.000000 | -4.410000 | 2043.000000 |
| Sedana Medical | 93 | 0.850000 | 2416.140000 | -104.860000 | -4.160000 | 2521.000011 |
| BHG Group | 97 | -0.300000 | 1288.160000 | -170.840000 | -11.710000 | 1458.999989 |
| Hexagon B | 26 | 0.280000 | 3259.100000 | -201.900000 | -5.830000 | 3461.000010 |
| TOTAL | 44304.200000 | -751.800000 | -8.95052% | 45056.000411 |
Updated:¶
'2023-07-07 11:59:25.554311'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
